Caterpillar shares owned by Apollon Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Apollon Wealth Management
from 13F filings
Historical chart of Apollon Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Apollon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Apollon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 25k | 477.14 |
| 2025-06-30 | $9.6M | 25k | 388.21 |
| 2025-03-31 | $8.5M | 26k | 329.80 |
| 2024-12-31 | $9.3M | 26k | 362.76 |
| 2024-09-30 | $8.9M | 23k | 391.12 |
| 2024-06-30 | $7.5M | 23k | 333.10 |
| 2024-03-31 | $7.7M | 21k | 366.42 |
| 2023-12-31 | $6.4M | 22k | 295.66 |
| 2023-09-30 | $3.9M | 14k | 273.00 |
| 2023-06-30 | $3.7M | 15k | 246.05 |
| 2023-03-31 | $2.8M | 12k | 228.83 |
| 2022-12-31 | $2.5M | 10k | 239.55 |
| 2022-09-30 | $921k | 5.6k | 164.05 |
| 2022-06-30 | $977k | 5.5k | 178.71 |
| 2022-03-31 | $1.2M | 5.4k | 222.88 |
| 2021-12-31 | $1.3M | 6.4k | 206.71 |
| 2021-09-30 | $335k | 1.7k | 191.98 |
| 2021-06-30 | $286k | 1.3k | 217.49 |
| 2021-03-31 | $351k | 1.5k | 231.68 |
| 2020-12-31 | $372k | 2.0k | 182.09 |
| 2020-06-30 | $18k | 146 | 123.29 |